Integrated

Integrated

Our clients are served by Retirement Plan Advisory Group (RPAG), a technology partner with $300 billion in 401(k) and pension assets under influence across 30,000 retirement plans serving 425 member firms.

Private wealth management client assets custody through Charles Schwab or Pershing, LLC, a subsidiary of Bank of New York Mellon Company.

Capabilities

brochure

Address 1200 NW Naito Parkway, Suite 110, Portland, Oregon 97209

Phone (866) 460-7901 or (503) 225-1700 x101

Fax (503) 222-6544

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPCS and an SEC Registered Investment

Advisor. This site is for information purposes only and is not an offer to sell or a solicitationThis site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any

securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration.

Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.